Kingdom Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kingdom Financial Group’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$164K	Sell	2,108 -1,868	-47%	-$154K	0.04%	163
2026 Q2	$344K	Buy	3,976 +1,210	+44%	+$104K	0.09%	107
2026 Q1	$240K	Buy	2,766 +144	+5%	+$12.7K	0.07%	137
2025 Q4	$229K	Buy	+2,622	New	+$234K	0.07%	138
2025 Q2	–	Sell	-2,303	Closed	-$210K	–	69
2025 Q1	$210K	Sell	2,303 -346	-13%	-$30.8K	0.15%	45
2024 Q4	$231K	Sell	2,649 -394	-13%	-$36.3K	0.16%	47
2024 Q3	$299K	Sell	3,043 -250	-8%	-$24.1K	0.22%	38
2024 Q2	$302K	Buy	3,293 +152	+5%	+$13.8K	0.2%	40
2024 Q1	$297K	Buy	+3,141	New	+$297K	0.21%	45
2023 Q4	–	Sell	-3,344	Closed	-$297K	–	84
2023 Q3	$297K	Buy	3,344 +57	+2%	+$5.48K	0.28%	57
2023 Q2	$338K	Buy	+3,287	New	+$341K	0.33%	49

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Kingdom Financial Group's TLT Position: Q3 2026 in Review

Kingdom Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 47% in Q3 2026, selling an estimated $154K and leaving 2,108 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #163.

Kingdom Financial Group first reported a position in TLT in Q2 2023 and has held it in 11 quarters since. The position peaked at $344K in Q2 2026. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Kingdom Financial Group held 2,108 shares of iShares 20+ Year Treasury Bond ETF worth $164K as of Q3 2026.
Kingdom Financial Group sold 1,868 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $154K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Kingdom Financial Group's portfolio in Q3 2026, its #163 holding.
Kingdom Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $344K in Q2 2026.
894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.